$202 Million is the total value of DUMONT & BLAKE INVESTMENT ADVISORS LLC's 171 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 19.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF Trustind | $12,057,000 | +4.6% | 58,659 | +0.3% | 5.96% | +0.4% |
| DVY | Buy | iShares DJ Select Dividend Indetf | $7,195,000 | +7.8% | 90,618 | +0.3% | 3.56% | +3.4% |
| RSP | Buy | Guggenheim S&P 500 Equal Weighind | $5,058,000 | +6.2% | 63,184 | +0.5% | 2.50% | +1.8% |
| XOM | Sell | Exxon Mobil Corp | $4,865,000 | -2.9% | 52,620 | -1.2% | 2.41% | -6.9% |
| QQQ | Buy | Powershares QQQ Trust Series 1ind | $3,996,000 | +5.7% | 38,702 | +1.2% | 1.98% | +1.4% |
| LOW | Sell | Lowe's Cos Inc | $3,746,000 | +24.9% | 54,453 | -3.9% | 1.85% | +19.8% |
| AAPL | Buy | Apple Inc | $3,732,000 | +10.4% | 33,809 | +0.8% | 1.85% | +5.9% |
| MDY | Buy | SPDR S&P MidCap 400 ETF Trustind | $3,473,000 | +7.0% | 13,156 | +1.1% | 1.72% | +2.6% |
| CHY | Buy | Calamos Convertible & High Inccef | $2,999,000 | -2.4% | 216,845 | +0.1% | 1.48% | -6.4% |
| IBM | Sell | International Business Machine | $2,885,000 | -15.5% | 17,984 | -0.1% | 1.43% | -19.0% |
| GE | Sell | General Electric Co | $2,878,000 | -2.1% | 113,896 | -0.8% | 1.42% | -6.1% |
| VYM | Buy | Vanguard High Dividend Yield Eetf | $2,751,000 | +5.0% | 40,014 | +1.4% | 1.36% | +0.7% |
| AMLP | Buy | Alerian MLP ETFetf | $2,689,000 | -7.6% | 153,509 | +1.1% | 1.33% | -11.4% |
| VOX | Sell | Vanguard Telecommunication Ser | $2,563,000 | -3.3% | 30,255 | -0.4% | 1.27% | -7.2% |
| MSFT | Sell | Microsoft Corp | $2,512,000 | -0.3% | 54,086 | -0.5% | 1.24% | -4.4% |
| IWM | Buy | iShares Russell 2000 Index Funind | $2,429,000 | +10.6% | 20,310 | +1.1% | 1.20% | +6.0% |
| Buy | Schwab S&P 500 Index Fundind | $2,390,000 | +5.1% | 74,309 | +2.0% | 1.18% | +0.8% | |
| CVS | Sell | CVS Health Corp | $2,355,000 | +20.3% | 24,447 | -0.6% | 1.16% | +15.3% |
| BLK | Sell | BlackRock Inc | $2,328,000 | +6.9% | 6,510 | -1.8% | 1.15% | +2.5% |
| IWC | Buy | iShares Russell Microcap Indexind | $2,270,000 | +12.4% | 29,490 | +1.5% | 1.12% | +7.8% |
| JPM | Sell | JP Morgan Chase & Co | $2,235,000 | +3.2% | 35,715 | -0.6% | 1.10% | -1.1% |
| PG | Sell | Procter & Gamble Co | $2,175,000 | +8.5% | 23,874 | -0.3% | 1.08% | +4.1% |
| JNJ | Sell | Johnson & Johnson | $2,174,000 | -2.3% | 20,793 | -0.4% | 1.08% | -6.4% |
| PFF | iShares S&P Preferred Stock Incef | $2,154,000 | -0.2% | 54,619 | 0.0% | 1.06% | -4.4% | |
| PCEF | Sell | PowerShares CEF Income Composicef | $2,118,000 | -3.5% | 89,748 | -0.4% | 1.05% | -7.4% |
| MET | Buy | MetLife Inc | $2,110,000 | +1.0% | 39,004 | +0.3% | 1.04% | -3.2% |
| XLB | Buy | Materials Select Sector SPDR E | $2,068,000 | -0.9% | 42,568 | +1.2% | 1.02% | -4.9% |
| SPLS | Sell | Staples Inc | $2,015,000 | +48.1% | 111,192 | -1.1% | 1.00% | +42.0% |
| WMT | Sell | Wal-Mart Stores Inc | $1,927,000 | +12.0% | 22,439 | -0.2% | 0.95% | +7.4% |
| EFA | iShares MSCI Eafe Indexetf | $1,861,000 | -5.1% | 30,594 | 0.0% | 0.92% | -9.1% | |
| AMGN | Sell | Amgen Inc | $1,813,000 | +11.9% | 11,380 | -1.3% | 0.90% | +7.3% |
| SLB | Sell | Schlumberger Ltd | $1,798,000 | -16.3% | 21,046 | -0.4% | 0.89% | -19.8% |
| VPU | Vanguard Utilities ETF | $1,786,000 | +12.1% | 17,447 | 0.0% | 0.88% | +7.4% | |
| AXP | Sell | American Express Co | $1,777,000 | +6.0% | 19,104 | -0.3% | 0.88% | +1.6% |
| ORCL | Sell | Oracle Corp | $1,721,000 | +17.2% | 38,275 | -0.3% | 0.85% | +12.3% |
| IJJ | Buy | iShares S&P Midcap 400/BARRA Vetf | $1,720,000 | +8.4% | 13,452 | +2.0% | 0.85% | +3.9% |
| CVX | Buy | Chevron Corp | $1,701,000 | +0.8% | 15,166 | +7.2% | 0.84% | -3.4% |
| IVW | Buy | iShares S&P 500 Growthetf | $1,683,000 | +7.3% | 15,077 | +2.6% | 0.83% | +2.8% |
| ESRX | Sell | Express Scripts Holding Co | $1,676,000 | +18.9% | 19,797 | -0.8% | 0.83% | +14.0% |
| IJK | Buy | iShares S&P Midcap 400 Growthetf | $1,666,000 | +7.8% | 10,431 | +2.2% | 0.82% | +3.4% |
| PEP | Buy | Pepsico, Inc | $1,644,000 | +1.6% | 17,382 | +0.0% | 0.81% | -2.6% |
| MMM | Sell | 3M Co | $1,639,000 | +13.0% | 9,973 | -2.6% | 0.81% | +8.4% |
| DWX | Buy | SPDR S&P Intl Dividend ETFetf | $1,633,000 | -6.6% | 38,855 | +2.9% | 0.81% | -10.4% |
| ADP | Automatic Data Processing Inc | $1,597,000 | +0.4% | 19,150 | 0.0% | 0.79% | -3.8% | |
| WBA | New | Walgreens Boot Alliance Inc | $1,554,000 | – | 20,392 | +100.0% | 0.77% | – |
| TEVA | Teva Pharmaceutical Industries | $1,533,000 | +7.0% | 26,652 | 0.0% | 0.76% | +2.6% | |
| QCOM | Buy | Qualcomm Inc | $1,488,000 | +53.4% | 20,021 | +54.4% | 0.74% | +47.2% |
| MDT | New | Medtronic PLC | $1,478,000 | – | 20,473 | +100.0% | 0.73% | – |
| LLL | Sell | L-3 Communications Holdings In | $1,413,000 | +5.4% | 11,195 | -0.7% | 0.70% | +1.2% |
| WFC | Buy | Wells Fargo & Co | $1,398,000 | +6.0% | 25,504 | +0.3% | 0.69% | +1.6% |
| SDY | Buy | SPDR S&P Dividend ETFetf | $1,391,000 | +5.9% | 17,650 | +0.7% | 0.69% | +1.6% |
| Sell | Fidelity New Markets Incomecef | $1,362,000 | -6.1% | 89,244 | -0.2% | 0.67% | -9.9% | |
| INTC | Buy | Intel Corp | $1,361,000 | +4.2% | 37,511 | +0.0% | 0.67% | -0.1% |
| CAKE | Sell | The Cheesecake Factory Inc | $1,360,000 | +10.4% | 27,042 | -0.1% | 0.67% | +6.0% |
| COH | Buy | Coach Inc | $1,357,000 | +82.6% | 36,123 | +73.1% | 0.67% | +75.2% |
| ABBV | Sell | AbbVie Inc | $1,322,000 | +12.1% | 20,205 | -1.0% | 0.65% | +7.6% |
| CSCO | Sell | Cisco Systems Inc | $1,314,000 | +10.3% | 47,235 | -0.2% | 0.65% | +5.9% |
| SYK | Sell | Stryker Corp | $1,298,000 | +16.4% | 13,760 | -0.4% | 0.64% | +11.7% |
| SWKS | Buy | Skyworks Solutions Inc | $1,281,000 | +25.5% | 17,620 | +0.2% | 0.63% | +20.3% |
| SYY | Sell | Sysco Corp | $1,262,000 | +4.3% | 31,786 | -0.3% | 0.62% | 0.0% |
| Buy | Dreyfus Midcap Index Fundind | $1,242,000 | +7.2% | 33,042 | +7.8% | 0.61% | +2.7% | |
| TGT | Buy | Target Corp | $1,237,000 | +23.9% | 16,290 | +2.3% | 0.61% | +18.8% |
| GLW | Sell | Corning Inc | $1,230,000 | +17.8% | 53,639 | -0.6% | 0.61% | +13.0% |
| DPS | Dr Pepper Snapple Group Inc | $1,228,000 | +11.5% | 17,125 | 0.0% | 0.61% | +6.9% | |
| COF | Sell | Capital One Financial Corp | $1,222,000 | +0.1% | 14,808 | -1.0% | 0.60% | -4.1% |
| BAX | Baxter Intl Inc | $1,212,000 | +2.1% | 16,542 | 0.0% | 0.60% | -2.1% | |
| UPS | Sell | United Parcel Service Inc | $1,196,000 | +12.8% | 10,755 | -0.2% | 0.59% | +8.2% |
| BK | Sell | Bank of New York Mellon Corp | $1,184,000 | +4.2% | 29,182 | -0.5% | 0.59% | 0.0% |
| CERN | Cerner Corp | $1,178,000 | +8.5% | 18,225 | 0.0% | 0.58% | +4.1% | |
| Buy | Schwab Small-Cap Index Fundind | $1,160,000 | +10.4% | 43,027 | +8.0% | 0.57% | +5.9% | |
| SWK | Stanley Black & Decker Inc | $1,157,000 | +8.2% | 12,038 | 0.0% | 0.57% | +3.8% | |
| ITW | Sell | Illinois Tool Works Inc | $1,152,000 | +11.8% | 12,166 | -0.3% | 0.57% | +7.3% |
| STX | Sell | Seagate Technology PLC | $1,149,000 | +15.8% | 17,273 | -0.3% | 0.57% | +10.9% |
| MCI | Babson Capital Corporate Invescef | $1,143,000 | +3.5% | 71,926 | 0.0% | 0.56% | -0.7% | |
| NCR | Sell | NCR Corp | $1,102,000 | -13.5% | 37,827 | -0.8% | 0.54% | -17.0% |
| USB | Sell | US Bancorp | $1,102,000 | +7.0% | 24,513 | -0.4% | 0.54% | +2.6% |
| HUN | Sell | Huntsman Corp | $1,097,000 | -12.6% | 48,152 | -0.3% | 0.54% | -16.1% |
| BBBY | Sell | Bed Bath & Beyond Inc | $1,076,000 | +15.3% | 14,123 | -0.4% | 0.53% | +10.6% |
| XLU | Sell | Utilities Select Sector SPDR E | $1,047,000 | +11.9% | 22,170 | -0.3% | 0.52% | +7.2% |
| XLV | Buy | Health Care Select Sector SPDR | $1,015,000 | +8.6% | 14,841 | +1.4% | 0.50% | +4.1% |
| SJNK | Buy | SPDR Barclays Short-Term Highcef | $1,010,000 | 0.0% | 34,942 | +3.6% | 0.50% | -4.0% |
| COP | ConocoPhillips | $993,000 | -9.7% | 14,373 | 0.0% | 0.49% | -13.4% | |
| BAC | Sell | Bank of America Corp | $989,000 | +4.1% | 55,293 | -0.7% | 0.49% | -0.2% |
| XLP | Buy | Consumer Staples Select Sector | $981,000 | +8.4% | 20,232 | +0.9% | 0.48% | +3.9% |
| BA | Sell | Boeing Co | $978,000 | +1.7% | 7,525 | -0.3% | 0.48% | -2.4% |
| IAI | Buy | Ishares DJ US Broker-Dealers I | $949,000 | +9.1% | 22,252 | +0.5% | 0.47% | +4.5% |
| XLK | Buy | Technology Select Sector SPDR | $940,000 | +5.6% | 22,728 | +1.9% | 0.46% | +1.3% |
| XLI | Buy | Industrial Select Sector SPDR | $922,000 | +9.4% | 16,298 | +2.8% | 0.46% | +4.8% |
| IJS | Sell | iShares S&P Smallcap 600 Valueetf | $909,000 | -39.4% | 7,710 | -44.8% | 0.45% | -41.9% |
| CMCSA | Sell | Comcast Corp | $908,000 | -12.5% | 15,656 | -18.9% | 0.45% | -16.1% |
| OXY | Sell | Occidental Petroleum Corp | $901,000 | -16.7% | 11,175 | -0.6% | 0.45% | -20.1% |
| APD | Air Products & Chemicals Inc | $887,000 | +10.7% | 6,150 | 0.0% | 0.44% | +6.3% | |
| ABT | Sell | Abbott Laboratories | $883,000 | +7.7% | 19,610 | -0.5% | 0.44% | +3.3% |
| CAT | Sell | Caterpillar Inc | $860,000 | -8.0% | 9,391 | -0.5% | 0.42% | -11.8% |
| UTX | Buy | United Technologies Corp | $830,000 | +10.4% | 7,221 | +1.4% | 0.41% | +5.9% |
| SPY | Buy | SPDR S&P 500 ETF Trustput | $802,000 | +40.2% | 3,900 | +34.5% | 0.40% | +34.6% |
| GOOGL | Sell | Google Inc Cl A | $767,000 | -10.3% | 1,446 | -0.5% | 0.38% | -14.1% |
| GOOG | Google Inc Cl C Non Voting Sha | $763,000 | -8.8% | 1,450 | 0.0% | 0.38% | -12.7% | |
| IYR | Buy | Ishares DJ US Real Estate Inde | $760,000 | +16.6% | 9,892 | +4.9% | 0.38% | +11.9% |
| HAR | Sell | Harman Intl Industries Inc | $756,000 | +8.2% | 7,080 | -0.7% | 0.37% | +3.6% |
| DD | E.I. duPont de Nemours & Co | $752,000 | +3.0% | 10,177 | 0.0% | 0.37% | -1.3% | |
| TMO | Sell | Thermo Fisher Scientific Inc | $742,000 | +2.6% | 5,920 | -0.3% | 0.37% | -1.6% |
| T | Sell | AT&T Inc | $731,000 | -6.6% | 21,758 | -2.1% | 0.36% | -10.4% |
| DAL | New | Delta Air Lines Inc | $722,000 | – | 14,680 | +100.0% | 0.36% | – |
| PRAA | New | PRA Group Inc | $707,000 | – | 12,208 | +100.0% | 0.35% | – |
| BP | BP PLC - ADR | $705,000 | -13.3% | 18,500 | 0.0% | 0.35% | -16.7% | |
| MAR | Marriott Intl Inc | $701,000 | +11.6% | 8,985 | 0.0% | 0.35% | +7.1% | |
| CHS | Sell | Chico's FAS Inc | $608,000 | +7.8% | 37,500 | -1.8% | 0.30% | +3.4% |
| SDIV | Buy | Global X Superdividend ETFetf | $608,000 | +7.0% | 26,340 | +11.2% | 0.30% | +2.7% |
| WWAV | Sell | Whitewave Foods Co Cl A | $597,000 | -3.9% | 17,050 | -0.3% | 0.30% | -7.8% |
| AMN | Sell | AMN Healthcare Services Inc | $583,000 | +24.6% | 29,727 | -0.3% | 0.29% | +19.5% |
| RMD | ResMed Inc | $579,000 | +13.8% | 10,330 | 0.0% | 0.29% | +8.7% | |
| MMC | Buy | Marsh & McLennan Cos Inc | $577,000 | +9.7% | 10,075 | +0.2% | 0.28% | +5.2% |
| VZ | Sell | Verizon Communications Inc | $576,000 | -7.2% | 12,315 | -0.9% | 0.28% | -10.9% |
| HPQ | New | Hewlett-Packard Co | $566,000 | – | 14,100 | +100.0% | 0.28% | – |
| RTN | Sell | Raytheon Co | $548,000 | +5.8% | 5,064 | -0.6% | 0.27% | +1.5% |
| OIH | Market Vectors Oil Services ET | $526,000 | -27.5% | 14,631 | 0.0% | 0.26% | -30.5% | |
| LLY | Eli Lilly & Co | $521,000 | +6.3% | 7,550 | 0.0% | 0.26% | +2.0% | |
| PFE | Sell | Pfizer Inc | $444,000 | +5.0% | 14,268 | -0.2% | 0.22% | +0.9% |
| BND | Sell | Vanguard Total Bond Marketetf | $440,000 | -11.8% | 5,345 | -12.2% | 0.22% | -15.2% |
| LQD | iShares IBOXX $ Investment Graetf | $431,000 | +0.9% | 3,610 | 0.0% | 0.21% | -3.2% | |
| BMY | Bristol-Myers Squibb Co | $413,000 | +15.4% | 7,000 | 0.0% | 0.20% | +10.3% | |
| SPLS | New | Staples Incput | $399,000 | – | 22,000 | +100.0% | 0.20% | – |
| NLY | Buy | Annaly Capital Management Inccef | $368,000 | +5.1% | 34,007 | +3.8% | 0.18% | +0.6% |
| BKU | BankUnited Inc | $365,000 | -4.9% | 12,608 | 0.0% | 0.18% | -8.6% | |
| ILF | iShares Latin American 40 ETFetf | $298,000 | -13.6% | 9,362 | 0.0% | 0.15% | -17.4% | |
| TKR | Sell | Timken Co | $289,000 | +0.3% | 6,777 | -0.4% | 0.14% | -4.0% |
| BABA | New | Alibaba Group Holding Ltd | $286,000 | – | 2,750 | +100.0% | 0.14% | – |
| MCK | McKesson Corp | $280,000 | +6.5% | 1,350 | 0.0% | 0.14% | +1.5% | |
| SHY | iShares Barclays 1-3yr Treasuretf | $279,000 | 0.0% | 3,300 | 0.0% | 0.14% | -4.2% | |
| TIF | Tiffany & Co | $272,000 | +10.6% | 2,550 | 0.0% | 0.14% | +6.3% | |
| BBH | Market Vectors Biotech ETFetf | $272,000 | +9.2% | 2,355 | 0.0% | 0.14% | +5.5% | |
| CDK | New | CDK Global Inc | $253,000 | – | 6,216 | +100.0% | 0.12% | – |
| CL | Sell | Colgate-Palmolive Co | $223,000 | +0.9% | 3,222 | -4.9% | 0.11% | -3.5% |
| CLX | Sell | Clorox Co | $214,000 | +4.9% | 2,057 | -3.0% | 0.11% | +1.0% |
| IP | New | Intl Paper Co | $212,000 | – | 3,966 | +100.0% | 0.10% | – |
| F | Sell | Ford Motor Co | $210,000 | +1.0% | 13,540 | -3.6% | 0.10% | -2.8% |
| GS | New | Goldman Sachs Group Inc | $208,000 | – | 1,072 | +100.0% | 0.10% | – |
| XLY | Sell | Consumer Discr Select Sector S | $207,000 | -0.5% | 2,870 | -8.0% | 0.10% | -4.7% |
| KSS | Sell | Kohl's Corp | $204,000 | -2.4% | 3,350 | -2.0% | 0.10% | -6.5% |
| FCG | Sell | First Trust ISE-Revere Natural | $191,000 | -68.8% | 17,035 | -50.3% | 0.09% | -70.3% |
| SPY | Sell | SPDR S&P 500 ETF Trustcall | $185,000 | -21.9% | 900 | -25.0% | 0.09% | -24.6% |
| EW | New | Edwards Lifesciences Corp | $178,000 | – | 1,400 | +100.0% | 0.09% | – |
| EW | New | Edwards Lifesciences Corpput | $178,000 | – | 1,400 | +100.0% | 0.09% | – |
| KSS | Kohl's Corpput | $159,000 | 0.0% | 2,600 | 0.0% | 0.08% | -3.7% | |
| COH | New | Coach Inccall | $76,000 | – | 2,000 | +100.0% | 0.04% | – |
| Buy | SEI High Yield Bondcef | $76,000 | -1.3% | 10,231 | +2.0% | 0.04% | -5.0% | |
| MSFT | Buy | Microsoft Corpput | $70,000 | +25.0% | 1,500 | +25.0% | 0.04% | +20.7% |
| GLW | Corning Incput | $48,000 | +17.1% | 2,100 | 0.0% | 0.02% | +14.3% | |
| GALE | Galena Biopharma Inc | $45,000 | -26.2% | 29,675 | 0.0% | 0.02% | -29.0% | |
| APDN | New | Applied DNA Sciences Inc | $31,000 | – | 10,721 | +100.0% | 0.02% | – |
| INTC | Intel Corpput | $14,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| TIF | Tiffany & Coput | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% | |
| VGZ | Vista Gold Corp | $10,000 | -28.6% | 35,000 | 0.0% | 0.01% | -28.6% | |
| XRA | Exeter Resource Corp | $9,000 | 0.0% | 15,000 | 0.0% | 0.00% | -20.0% | |
| CCOP | Buy | Competitive Companies Inc | $8,000 | 0.0% | 465,000 | +5.7% | 0.00% | 0.0% |
| RGRX | RegeneRx Biopharmaceuticals | $9,000 | +12.5% | 62,537 | 0.0% | 0.00% | 0.0% | |
| GSS | Golden Star Res Ltd | $9,000 | -47.1% | 41,000 | 0.0% | 0.00% | -55.6% | |
| WTII | Water Technologies Intl | $2,000 | 0.0% | 304,000 | 0.0% | 0.00% | 0.0% | |
| VOYT | Exit | Voyant Intl Corp | $0 | – | -300,000 | -100.0% | 0.00% | – |
| AWWC | Access Worldwide Communication | $0 | – | 54,450 | 0.0% | 0.00% | – | |
| GORXQ | Geopharma Inc | $0 | – | 40,000 | 0.0% | 0.00% | – | |
| APIT | Exit | Aspire Intl Inc | $0 | – | -44,000 | -100.0% | 0.00% | – |
| Exit | Information Systems Restricted | $0 | – | -350,000 | -100.0% | 0.00% | – | |
| IOSA | Exit | Information Systems Associates | $0 | – | -175,000 | -100.0% | -0.00% | – |
| APDN | Exit | Applied DNA Sciences Inc | $0 | – | -643,000 | -100.0% | -0.03% | – |
| GIS | Exit | General Mills Inc | $0 | – | -4,500 | -100.0% | -0.12% | – |
| DDD | Exit | 3D Systems Corp | $0 | – | -9,685 | -100.0% | -0.23% | – |
| RVBD | Exit | Riverbed Technology Inc | $0 | – | -30,487 | -100.0% | -0.29% | – |
| DG | Exit | Dollar General Corp | $0 | – | -9,810 | -100.0% | -0.31% | – |
| AN | Exit | AutoNation Inc | $0 | – | -13,610 | -100.0% | -0.35% | – |
| PM | Exit | Philip Morris Intl Inc | $0 | – | -8,751 | -100.0% | -0.38% | – |
| PRAA | Exit | Portfolio Recovery Associates | $0 | – | -19,003 | -100.0% | -0.51% | – |
| WAG | Exit | Walgreen Co | $0 | – | -20,442 | -100.0% | -0.62% | – |
| MDT | Exit | Medtronic Inc | $0 | – | -20,663 | -100.0% | -0.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF Trust | 42 | Q3 2023 | 8.9% |
| Apple Inc | 42 | Q3 2023 | 4.6% |
| SPDR S&P MidCap 400 ETF Trust | 42 | Q3 2023 | 3.3% |
| Microsoft Corp | 42 | Q3 2023 | 3.7% |
| Lowe's Cos Inc | 42 | Q3 2023 | 2.9% |
| iShares Russell 2000 Index Fun | 42 | Q3 2023 | 2.1% |
| Exxon Mobil Corp | 42 | Q3 2023 | 3.3% |
| iShares Russell Microcap Index | 42 | Q3 2023 | 1.8% |
| International Business Machine | 42 | Q3 2023 | 2.1% |
| iShares S&P 500 Growth | 42 | Q3 2023 | 1.6% |
View DUMONT & BLAKE INVESTMENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-31 |
View DUMONT & BLAKE INVESTMENT ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.